Discussion

Difference between revisions of "Reports"

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{| class="wikitable"
 
{| class="wikitable"
 
|+Categories:
 
|+Categories:
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! colspan="2" |'''Modules'''
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! colspan="2" |'''Reports Modules'''
 
|-
 
|-
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|Sales
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|Financial Statement
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|[[Balance Sheet Module|Balance Sheet]]<nowiki> | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transactions Report | Cash Position | Deposit List | Check List | Collection Register</nowiki>
 
|-
 
|-
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|Maintenance
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|Sales Report
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|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]
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|
 
|-
 
|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|Tax Report
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|
 
|-
 
|-
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|Sales Aids
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|Parts and Services Report
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|
 
|-
 
|-
−
|Maintenance Aids
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|Purchase Reports
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|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]
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|
 
|-
 
|-
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|Others
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|Landed Cost Reports
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|[[Sales Process]]
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|
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|-
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|Fixed Asset Reports
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|
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|-
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|Budget Reports
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|
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
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|-
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|Financial Statements
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|[[Balance Sheet]]<nowiki> | </nowiki>[[Income Statement]]<nowiki> | </nowiki>[[General Ledger]]<nowiki> | </nowiki>[[General Journal]]<nowiki> | </nowiki>[[Trial Balance]]<nowiki> | </nowiki>[[Statement of Account]]<nowiki> | </nowiki>[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AR Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Receivable Aging]]<nowiki> | </nowiki>[[AP Detailed Report]]<nowiki> | </nowiki>[[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Payable Aging]]<nowiki> | </nowiki>[[AP Detailed Report]]<nowiki> | </nowiki>[[AP Transaction Report]]<nowiki> | </nowiki>[[Cash Position]]<nowiki> | </nowiki>[[Check List]]<nowiki> | </nowiki>[[Deposit List]]<nowiki> | </nowiki>[[Collection Register]]
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|-
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|Sales Reports
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|[[Sales Person Report]]<nowiki> | </nowiki>[[Stock Ledger]]<nowiki> | </nowiki>[[Sales Report]]<nowiki> | </nowiki>[[Sales Register]]<nowiki> | </nowiki>[[Sales per Warehouse]]<nowiki> | </nowiki>[[Sales per Customer]]<nowiki> | </nowiki>[[Sales per Stock]]<nowiki> | </nowiki>[[Sales Transfer per Stock]]<nowiki> | </nowiki>[[Sales per Item]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales per Category]]<nowiki> | </nowiki>[[Sales Top Item]]<nowiki> | </nowiki>[[Returns per Customer]]
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|-
 +
|Tax Reports
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|[[Sales Journal]]<nowiki> | </nowiki>[[Purchase Journal]]<nowiki> | </nowiki>[[VAT Summary]]<nowiki> | </nowiki>[[BIR Form 2550M]]<nowiki> | </nowiki>[[BIR Form 2550Q]]<nowiki> | </nowiki>[[BIR Form 0619-E]]<nowiki> | </nowiki>[[BIR Form 1601E-Q]]<nowiki> | </nowiki>[[BIR Form 1604E]]<nowiki> | </nowiki>[[Sales Relief]]<nowiki> | </nowiki>[[SAWT|Summary Alphalist of Withholding Taxes]]
 +
|-
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|Parts and Services Reports
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|[[Detailed Parts and Services Sales Report]]<nowiki> | </nowiki>[[After Sales Status Report]]
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|-
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|Purchase Reports
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|[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]]
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|-
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|Landed Cost Reports
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|[[Landed Cost]]<nowiki> | </nowiki>[[Job Report]]
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|-
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|Fixed Asset Reports
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|[[Asset Depreciation]]<nowiki> | </nowiki>[[Asset History]]<nowiki> | </nowiki>[[Asset Master List]]<nowiki> | </nowiki>[[Asset Transaction]]
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|-
 +
|Budget Reports
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|[[Budget Variance Report]]
 
|}
 
|}
−
<br />
 

Revision as of 14:32, 1 February 2021

Reports

Reports Menu

File:Reports Module Page.png
Reports Module List


Reports Module are compilations of financial reports that are derived from the accounting records of a business. These can be brief, custom-made reports that are intended for specific purposes, such as a detailed analysis of sales by region, or the profitability of a specific product line. Reports Module are consists of different categories which are the following:

  1. Bank Reconciliation Reports - refers on the list of Bank Reconciliation over a certain period of time.
  2. Financial Statements - are formal records of the financial activities and position of a business, person, or other entity.
  3. Tracking Reports - Chronological Order of system Activities done by the users.
  4. Sales Reports - gives an overview of the state of the sales activities within a company. It shows the different trends happening in the sales volume over a certain time.
  5. Tax Reports - reports associated in any return, report, information return, or other document (including any related or supporting information) filed or required to be filed with any federal, state, or local governmental entity or other authority in connection with the determination, assessment or collection of any Tax (whether or not such Tax is imposed on any of the Seller) or the administration of any laws, regulations or administrative requirements relating to any Tax.
  6. Parts and Services Reports - Sales Reports focuses on Parts and Services and After Sales Status of it.
  7. Purchase Reports - provides an overview on the purchases made within a given period and also provide the average costing on the Inventory.
  8. Landed Cost Reports - refers on the Reports on Job and Landed Cost Calculation in a given Import Purchase Orders
  9. Fixed Asset Reports - provides an overview to facilitate accurate financial records for an asset. This includes the Depreciation of the Asset, the history of the asset, The Asset List and the transactions related on a certain asset.
  10. Budget Reports - refers on the overview of budget details for Income Statement and Balance Sheet.


Categories:
Reports Modules
Financial Statement Balance Sheet | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transactions Report | Cash Position | Deposit List | Check List | Collection Register
Sales Report
Tax Report
Parts and Services Report
Purchase Reports
Landed Cost Reports
Fixed Asset Reports
Budget Reports
Reports Aid
Financial Statements Balance Sheet | Income Statement | General Ledger | General Journal | Trial Balance | Statement of Account | Accounts Receivable Aging | AR Detailed Report | AR Transaction Report | Accounts Receivable Aging | AP Detailed Report | AR Transaction Report | Accounts Payable Aging | AP Detailed Report | AP Transaction Report | Cash Position | Check List | Deposit List | Collection Register
Sales Reports Sales Person Report | Stock Ledger | Sales Report | Sales Register | Sales per Warehouse | Sales per Customer | Sales per Stock | Sales Transfer per Stock | Sales per Item | Sales per Category | Sales per Category | Sales Top Item | Returns per Customer
Tax Reports Sales Journal | Purchase Journal | VAT Summary | BIR Form 2550M | BIR Form 2550Q | BIR Form 0619-E | BIR Form 1601E-Q | BIR Form 1604E | Sales Relief | Summary Alphalist of Withholding Taxes
Parts and Services Reports Detailed Parts and Services Sales Report | After Sales Status Report
Purchase Reports Purchase Report | Average Cost
Landed Cost Reports Landed Cost | Job Report
Fixed Asset Reports Asset Depreciation | Asset History | Asset Master List | Asset Transaction
Budget Reports Budget Variance Report
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